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《大行報告》海通國際降小米-W(01810.HK)目標價至17元 相信已超賣
阿思達克 02-05 12:17
海通國際發表報告指,小米-W(01810.HK)股價在去年12月見頂,主要是市場憂慮智能手機需求放緩,以及利潤率能否維持,不過該行認為小米已超賣,在去年第四季業績可能強勁下,短期表現穩定。 該行估計,今年小米的智能手機毛利率維持在約13%水平,來自華為的競爭壓力將會緩和,而小米推出汽車將會成為正面催化劑,將其2023及2024年的盈利預測,分別上調8%及4%,但目標價由18.3元下調至17元,維持評級「跑贏大市」。 該行預期小米去年第四季收入按年升9%、按季升2%,主要受智能手機平均售價推動。
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